See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK4+ years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $27,638 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,006 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,760 | $60,396+61.9% | $111,392-12.2% | $56,287+73.7% |
| Participation rate | 95.9% | 72.4%+23.4pp | 78.9%+17.0pp | 69.9%+26.0pp |
| Annual return | -5.27% | 20.26%-25.5pp | -2.06%-3.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $4,512 | $3,459+30.5% | $4,328+4.3% | $2,111+113.8% |
| Participant deferral / active EE | $6,295 | $4,421+42.4% | $5,567+13.1% | $3,350+87.9% |
| Admin fee / account holder | $194 | $610-68.2% | $12,266-98.4% | $521-62.7% |